Charitable Remainder Annuity Trusts

A charitable remainder annuity trust is for you if ...

• You want to make a major gift to Mother Jones while retaining or increasing your income from the assets you contribute.
  
• You hold appreciated stocks or bonds and want to avoid the capital gains cost of a sale.
  
• You prefer the stability of a fixed income.
  
• You want a larger charitable deduction for your gift than the unitrust option would provide.
  
• You hold tax-free bonds and want to continue to draw tax-free income from your gift plan.
  

More

• Picture this gift. Click here.
• Read more detail. Click here.

To learn more about charitable remainder annuity trusts, Email us, complete the Information Request Form, or call us at (415) 321-1700 so that we can assist you.